In-Person CLE – CLE at Animal Friends

This program will offer a unique blend of fiduciary ethics and animal-related legal issues.

The first portion of the program – “Fiduciary Ethics in Trust and Retirement Plan Management” – will explore ethical obligations in overseeing retirement accounts and trusts, focusing on fiduciary duties, improper actions and best practices to ensure compliance and accountability.

The second portion – “Pets as Family” – delves into the evolving legal treatment of pets in estate planning and family law. Attendees will learn about designating caretakers for pets, establishing pet trusts and creating legacies that honor pets. The program will also explore how to handle pet-related disputes in divorce, the role of PFAs in safeguarding pets in domestic violence situations and whether courts ever honor pet “custody” agreements.

A networking reception will follow the program, courtesy of Fragasso Financial Advisors.

Speakers:

• Robert Fragasso
  Fragasso Financial Advisors
• Beth M. Tibbott
  Tibbott & Richardson, P.C.
• Samantha J. Gagliardo
  Dentons Cohen & Grigsby PC

*This program is only being offered live in-person at Animal Friends.

*This program has been approved for 1 hour of Substantive CLE credit and 1 hour of Ethics credit and also qualifies for 2.4 hours of credit under the West Virginia Rules for Mandatory Continuing Legal Education.

Last day to Pre-register: Tuesday, May 6, 2025, 11:59 p.m.

Register by mail: Print and return the hard copy registration form available here.

*Please note: The Pa. CLE Board can take up to 45 days to post credits.

CLE and Events Registration Policy: Members and Non-members can register for ACBA programs online or by paper mail-in registration, up to two days prior to a program start date. Some programs are restricted to ACBA or Section members only. Pre-registration is required, due to limited seating requirements walk-ins will not be accepted. Due to restrictions on registration numbers, you must pay for the CLE in advance of the date of the program. You can do so online via credit card or by mailing in a check. If this ACBA CLE cannot be held in-person, it will be converted into a webinar and held on the same date and time. You will be notified via email if that change is made.

Printed materials are available for an additional fee upon request.

Interested in this program but have a conflict and can’t attend? The vast majority of our webinar CLEs programs are recorded and available for CLE credit online within 72 hours. Click here to see all available ACBA online CLEs.